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Portfolio (Quarterly) Guide ↗

Solstein Capital, LLC

· CIK 0001730769
13F Portfolio $244M AUM 441 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 73 Added 82 Reduced 79 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDLZ MONDELEZ INTL INC Consumer Defensive 548.0 $32K 0.01% +364.0 +197.8% $57.64 +6.2%
62 CPER UNITED STS COMMODITY INDEX F Financial Services 842.0 $29K 0.01% +717.0 +573.6% $34.43 +13.4%
63 CTAS CINTAS CORP Industrials 168.0 $28K 0.01% +95.0 +130.1% $169.14 +1.2%
64 ODFL OLD DOMINION FREIGHT LINE IN Industrials 120.0 $23K 0.01% +112.0 +1400.0% $195.40 +10.9%
65 PAYX PAYCHEX INC Industrials 241.0 $22K 0.01% +150.0 +164.8% $92.12 +2.9%
66 TPB TURNING PT BRANDS INC Consumer Defensive 200.0 $17K 0.01% +100.0 +100.0% $86.79 +2.9%
67 RKT ROCKET COS INC Financial Services 930.0 $13K 0.01% +430.0 +86.0% $14.25 -1.5%
68 SCHF SCHWAB STRATEGIC TR 220.0 $5K 0.00% +110.0 +100.0% $24.75 +12.2%
69 IAU ISHARES GOLD TR Financial Services 49.0 $4K 0.00% +36.0 +276.9% $88.16 -3.8%
70 SCHE SCHWAB STRATEGIC TR 119.0 $4K 0.00% +90.0 +310.3% $32.95 +10.6%
71 ZTS ZOETIS INC Healthcare 28.0 $3K 0.00% +16.0 +133.3% $118.21 -31.2%
72 SCHP SCHWAB STRATEGIC TR 79.0 $2K 0.00% +65.0 +464.3% $26.61 +0.4%
73 VWO VANGUARD INTL EQUITY INDEX F 14.0 $771.0 +3.0 +27.3% $55.07 +9.4%
Page 4 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.7%
Technology 20.3%
Consumer Cyclical 11.0%
Communication Services 8.8%
Energy 7.1%
Consumer Defensive 5.3%
Industrials 4.8%
Healthcare 4.3%
Basic Materials 0.9%
Real Estate 0.6%